About Davidson & Garrard
Davidson & Garrard is a Financial Services company based in Lynchburg (United States) founded in 1974, and was acquired by CAPTRUST Financial Advisors in September 2017. Provider of wealth management services. Davidson & Garrard offers products and services including Wealth Planning Services, Investment Advisory, and Fiduciary Services. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Founded in 1974, Davidson Garrard operates as a wealth management firm based in Lynchburg, United States. Financial advisory and investment services are offered to individuals and families within the finance sector. Operations focus on portfolio management, estate planning, and retirement strategies. The company maintains a localized presence while adhering to standard regulatory practices in the industry.
- Headquarters Lynchburg, United States
- Stage Acquired
- SectorsFinancial Services
- Website dg-g.com
- Social LinkedIn Facebook
- Acquired by CAPTRUST Financial Advisors (Sep 2017)
- Investors
- Acquired byCAPTRUST Financial Advisors
(Sep 2017)
Products & Services of Davidson & Garrard
Davidson & Garrard offers a comprehensive portfolio of products and services, including Wealth Planning Services, Investment Advisory, and Fiduciary Services.
Provides tailored financial strategies for individuals and families
Offers guidance on investments and retirement plan optimization
Delivers co-fiduciary support for corporations and nonprofits
Investors in Davidson & Garrard
Davidson & Garrard has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial advisory services are provided by CAPTRUST to various clients. | captrustadvisors.com | United States |
Investor details for Davidson Garrard
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Timeline of Davidson & Garrard
2 dated milestones of Davidson & Garrard across 43 years, from founding to its latest funding, stage changes and deals.
- Founded Davidson & Garrard is founded.
- Exit Acquired by CAPTRUST Financial Advisors.
Competitors of Davidson & Garrard
Davidson & Garrard has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Davidson Garrard
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- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Davidson & Garrard (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Davidson & Garrard
Davidson & Garrard was founded in 1974.
Davidson & Garrard is headquartered in Lynchburg, United States. It is registered at Lynchburg, Virginia, United States.
Founded in 1974, Davidson Garrard operates as a wealth management firm based in Lynchburg, United States. Financial advisory and investment services are offered to individuals and families within the finance sector. Operations focus on portfolio management, estate planning, and retirement strategies. The company maintains a localized presence while adhering to standard regulatory practices in the industry.
Davidson & Garrard's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Davidson & Garrard offers Wealth Planning Services, Investment Advisory, and Fiduciary Services.
Davidson & Garrard has 1 investor. Key investors include CAPTRUST.
Yes. Davidson & Garrard was acquired by CAPTRUST Financial Advisors in September 2017.